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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,769 | $110,307-72.1% | $96,576-68.1% | $139,456-77.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.41% | 26.40%-6.0pp | 25.87%-5.5pp | 373.45%-353.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $349 | $5,547-93.7% | $4,851-92.8% | $6,711-94.8% |
| Admin fee / account holder | $418 | $11,597-96.4% | $8,253-94.9% | $11,407-96.3% |